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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,236 | $59,456-10.5% | $93,681-43.2% | $74,400-28.4% |
| Participation rate | 40.6% | 59.6%-19.1pp | 68.7%-28.1pp | 67.2%-26.6pp |
| Annual return | 8.59% | 82.00%-73.4pp | 133.47%-124.9pp | 1367.51%-1358.9pp |
| Employer contribution / active EE | $1,246 | $1,266-1.5% | $2,422-48.5% | $2,624-52.5% |
| Participant deferral / active EE | $2,093 | $3,052-31.4% | $4,415-52.6% | $4,348-51.9% |
| Admin fee / account holder | $7,905 | $3,026+161.3% | $8,290-4.6% | $1,944+306.7% |